Choosing a financial planner means finding a person you trust with your most personal and sensitive information. Today I share a list of information and concerns you need to share with your financial planning team upon the first meeting. I then give a quick overview of what Rob Black, Michelle Lerman and I will be discussing at this month’s Retirement Seminar in Burlingame and explain the Health Savings Accounts article available on our blog. I also discuss simple steps to decrease your estate costs and IRA vs. Roth IRA- Which is better?

 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.